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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.7B AUM 344 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 88 Added 89 Reduced 9 Exited
Page 8 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GL GLOBE LIFE INC COM Financial Services 6,480.0 $1.2M 0.02% -2K -21.6% $178.68 -1.7%
142 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 19,948.0 $1.2M 0.02% $57.84 +8.9%
143 MCK MCKESSON CORP COM Healthcare 1,503.0 $1.1M 0.02% $755.46 +18.7%
144 BAX BAXTER INTL INC COM Healthcare 53,199.0 $1.1M 0.02% -7K -12.0% $21.32 +24.3%
145 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 13,966.0 $1.1M 0.02% -595.0 -4.1% $80.38 +16.5%
146 DAL DELTA AIR LINES INC COM NEW Industrials 11,600.0 $1.1M 0.02% -2K -15.1% $93.66 -11.3%
147 BA BOEING CO COM Industrials 5,004.0 $1.1M 0.02% +629.0 +14.4% $216.47 -2.0%
148 ABT ABBOTT LABORATORIES COM Healthcare 11,697.0 $1.1M 0.02% -2K -15.6% $90.74 +25.8%
149 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 28,269.0 $1.0M 0.02% $36.84 +3.9%
150 ITW ILLINOIS TOOL WKS INC COM Industrials 3,815.0 $1.0M 0.02% +94.0 +2.5% $270.49 +5.6%
151 COP CONOCOPHILLIPS COM Energy 9,833.0 $1.0M 0.02% $103.96 +25.6%
152 HWM HOWMET AEROSPACE INC COM Industrials 3,801.0 $1.0M 0.02% +70.0 +1.9% $268.86 +0.2%
153 HSY HERSHEY CO COM Consumer Defensive 5,737.0 $1.0M 0.02% -111.0 -1.9% $175.44 +5.7%
154 SNY SANOFI SA SPONSORED ADR Healthcare 23,535.0 $1.0M 0.02% -253.0 -1.1% $42.66 +6.5%
155 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 12,006.0 $1.0M 0.02% $83.31 +15.6%
156 EBAY EBAY INC. COM Consumer Cyclical 8,895.0 $994K 0.02% $111.75 -6.8%
157 DIS DISNEY WALT CO COM Communication Services 10,235.0 $985K 0.02% -259.0 -2.5% $96.25 +13.9%
158 OSK OSHKOSH CORP COM Industrials 6,362.0 $976K 0.02% -274.0 -4.1% $153.48 +2.6%
159 XPO XPO INC COM Industrials 4,727.0 $970K 0.02% $205.29 -6.2%
160 PEP PEPSICO INC COM Consumer Defensive 7,114.0 $963K 0.02% +340.0 +5.0% $135.39 +5.0%
Page 8 of 18  ·  344 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.7%
Financial Services 28.9%
Industrials 7.4%
Healthcare 7.3%
Consumer Defensive 6.6%
Consumer Cyclical 4.7%
Communication Services 2.9%
Energy 2.0%
Utilities 1.7%
Basic Materials 1.1%